The rapidly expanding global AI market will benefit Palantir and TSMC in the long run. Palantir is growing rapidly, but its valuation may be outrunning its growth prospects. TSMC’s undisputed dominance of the contract foundry market has helped the company build a strong moat.

Key Takeaways Palantir Technologies will report third-quarter earnings after the closing bell Monday, with analysts more bearish than bullish on whether the company's stock can sustain its recent momentum.